William Dennehy, financial advisor San Diego CA

William Dennehy

CRD Number: 2397527
Current Firm: Chandler Asset Management Inc.

William Dennehy (CRD# 2397527) is an Investment Advisor Representative working at Chandler Asset Management Inc. in San Diego, CA and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Chandler Asset Management San Diego, CA Jan 2022 - Current 2
Chandler Asset Management San Diego, CA Jul 2020 - Dec 2021 1
Chandler Asset Management San Diego, CA Jan 2016 - Jul 2020 4
Chandler Asset Management, Inc. San Diego, CA Jan 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for William Dennehy
Phone Number: 858.546.3737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    35,804
    MILLIONS
  • Total Number of Accounts
    1,104
    ACCOUNTS
  • Average Account Value
    $32,430,783
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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